Leveraging the Power of Relationship Tables in MadCap Flare. Chris Jones Technical Writer

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1 Leveraging the Power of Relationship Tables in MadCap Flare Chris Jones Technical Writer

2 TEAM s Problem ~2500 topics 2 audiences (internal and external) Multiple integrated software products, each with their own integrated components. How can we link all appropriate topics together?

3 Overview What are Relationship Tables? Differences between Relationship Tables and other linking solutions inside Flare Working with Relationship Tables in Flare Styling Relationship Tables

4 Relationship Tables DITA A way to group and organize related information Dynamic and powerful Learning curve Normal Unordered Linking Collection Types Family Normal (Default) A two way link Source Only Link to other topics, but no link back. Target Only Link from other topics, but no link to. Unordered (Default) Links display based on position in row. Family Links to topics in same cell. Target Only

5 Payroll Menu Processing Payroll Adjusting Employee Hours

6 Relationship Table Vs. Other Linking Methods XREF Dynamic, but inserted only at the topic level. Great for in-text links. Concept Links Allows you to tie topics together, as well as create search filters based on concepts. Great for chunking many topics together. Related Links Similar to a Concept Link, but inserted at the topic level. Is better for one time use, such as on a landing page. Menus Flare s help uses a menu proxy as sidebar navigation. Is controlled at the TOC (or Browse Sequence) level. Great for content models that are fairly linear.

7 Relationship Table Menu

8 Outline for Creating Relationship Tables 1. Add Table(s) 2. Insert topics and relationships 3. Insert Proxy 4. Edit Styles 5. Associate with Target

9 Adding Tables Project Organizer > Advanced Can add additional rows/columns Row/Column Name = Row/Column Type

10 Family Target Only

11 Relationship Table Proxies Insert > Proxy > Relationship Proxy Insert in individual topics or master pages Can insert multiple proxies

12 Styling Relationship Tables You can set some styles using the Stylesheet Editor, but more advanced styling can be achieved using the text editor. Get comfortable using browser developer tools. Complex selectors and attribute selectors are your friends!

13 Complex and Attribute Selectors Attribute Selector Complex Selector Attribute Selector

14 Some Examples Problem: Can t change the label on the headings! Solution: Use the Stylesheet editor to edit the mc-label class for the specific heading sub-class. Problem: Can t edit the style of the links in the table! Solution: Use complex and attribute selectors to change only the links in the table.

15 Dropdowns No Dropdowns Dropdowns Each individual dropdown is actually a relationship proxy, with only the relevant links displayed.

16 Creating Dropdowns Create a MadCap relationshipsproxy stylesheet class for each heading you need Enter a dropdown into the Master Page for each class you created Enter a Relationships proxy into each of those dropdowns, selecting the applicable stylesheet class Use a combination of attribute and complex selectors to set all paragraph elements to display:none for each class Use a combination of attribute and complex selectors to set the Rel Table heading and item to display:block

17 Associating with a Target Open Target Relationship Tables tab

18 Some Tips Have a clear, defined content model Don t trust preview, run local builds Read up on CSS positioning Take the time to understand how Flare builds out links in a relationship table

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21 Questions?

Daniel Ferguson Certified MadCap Flare Trainer & Consultant Founder of Smart Output

Daniel Ferguson Certified MadCap Flare Trainer & Consultant Founder of Smart Output < /> daniel@smartoutput.com @ferg_daniel linkedin.com/in/danielsferguson smartoutput.com 3 Variables TOCs Concepts Publish